Making the case for commodities, with a focus on natural resources

Presented by

Mathew Kaleel, Portfolio Manager and Tal Lomnitzer, CFA, Senior Investment Manager, Janus Henderson Investors

About this talk

With the fight against climate change shaping up to be one of the biggest secular trends facing investors over the coming years and predictions of a years-long commodities supercycle, we take the opportunity to discuss what this means for institutional investors with Mathew Kaleel, portfolio manager, and Tal Lomnitzer, senior investment manager, at Janus Henderson Investors.   Over the course of the webcast Mathew will examine how an allocation to commodity futures could benefit a traditional portfolio of stocks & bonds; what the main drivers of returns in commodity markets are and where the opportunities lie to include ESG factors in commodity futures contracts.   In turn, Tal will discuss how an allocation to listed natural resources could benefit investors' broader portfolios; the most exciting industries and technologies in terms of the transition to net zero emissions and his view of the outlook for resources equities given the recent price volatility.
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